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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,805 | $56,894-40.6% | $84,753-60.1% | $62,881-46.2% |
| Participation rate | 44.1% | 68.5%-24.4pp | 76.6%-32.5pp | 69.3%-25.2pp |
| Annual return | 4.78% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,016 | $2,709-62.5% | $3,712-72.6% | $3,203-68.3% |
| Admin fee / account holder | $4,610 | $3,581+28.7% | $5,333-13.6% | $4,296+7.3% |